Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Nathanson Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 16, 2025•4 min
-David Lebovitz, VP - Global Market Strategist, JP Morgan Asset Management -Rich Clarida, PIMCO Global Economic Advisor / Former Federal Reserve Vice Chairman -Frances Donald, Chief Economist, RBC David Lebovitz from JP Morgan Asset Management talks markets. PIMCO's Rich Clarida talks Fed policy. Frances Donald, RBC's Chief Economist breaks down retail sales. See omnystudio.com/listener for privacy information.
Jan 16, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 16th, 2025 Featuring: Cam Dawson, CIO at NewEdge Wealth Michael Nathanson, Senior Research Analyst at MoffettNathanson Ethan Bronner, Bloomberg News Israel bureau chief Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 16, 2025•38 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Darda & Peter Tchir. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 15, 2025•6 min
- Ken Leon, Director of Equity Research at CFRA Research - Jen Flitton, Head: US Government Affairs at Invesco - David Kelly, Chief Global Strategist at JPMorgan Asset Management - Aditya Bhave, Senior US Economist at Bank of America Ken Leon with CFRA react to big bank earnings as earnings season kicks off. Jen Flitton of Invesco talks about why markets feel so uncertain about Trump administration policies. David Kelly with JPMorgan Asset Management and Aditya Bhave of Bank of America react to ...
Jan 15, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & David Gura January 15th, 2025 Featuring: Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, Ben Laidler, Head of Equity Strategy at Bradesco BBI, and Freya Beamish, Chief Economist at TS Lombard, react today's CPI reading Alison Williams, Senior Global Banks and Asset Managers Analyst at Bloomberg Intelligence, reacts to this morning's bank earni...
Jan 15, 2025•38 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025 Featuring: Terry Haines, Founder at Pangea Policy Gautam Mukunda, professor at Yale School of Management Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics See omnystudio.com/listener for privacy information....
Jan 14, 2025•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser & Stephen Stanley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 14, 2025•4 min
- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management - Armin Papperger, Chairman at Rheinmetall AG - Sonia Meskin, Economist at UBS Emily Roland of John Hancock Investment Management offers her take on the market selloff to begin 2025 and whether choppiness is to be expected throughout the year. Armin Papperger, Chairman at Rheinmetall AG, talks about the latest on the war in Ukraine. Sonia Meskin, Economist with UBS, reacts to today's PPI data. See omnystudio.com...
Jan 14, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025 Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025 Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI Sarah House, Senior Economist at Wells Fargo, discusses h...
Jan 14, 2025•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mark Zandi & Eric Balchunas Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 13, 2025•5 min
-Maya MacGuineas, President of the Committee for a Responsible Federal Government -Michelle Meyer, Chief Economist, Mastercard -John Schneyer, Corelogic Director of Research Maya MacGuineas, President of the Committee for a Responsible Federal Government joins to talk about President Trump's first 100 days. Michelle Meyer from Mastercard discusses the markets. John Schneyer, from Corelogic talks about the impact of wildfires in Los Angeles. See omnystudio.com/listener for privacy information....
Jan 13, 2025•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & David GuraJanuary 13th, 2025 Featuring: Patrick Armstrong, CIO at Plurimi Wealth Mark Zandi, Chief Economist at Moody's Analytics| Regina Mayor, Global Head: Clients & Markets at KPMG Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 13, 2025•23 min
It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.
Jan 12, 2025•21 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Paul Krugman Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 10, 2025•6 min
- Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion Columnist - Ed Mills, Washington Policy Analyst at Raymond James - Stephanie Roth, Chief Economist at Wolfe Research - Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion Columnist, joins for an extended discussion on the US economy and inflation and previews today's jobs figures. Ed Mills with Raymond Jam...
Jan 10, 2025•36 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 10th, 2025 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, break down today's jobs report Dr. Paul Krugman...
Jan 10, 2025•47 min
A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso. See omnystudio.com/listener for privacy information.
Jan 10, 2025•9 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Richard Haass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 09, 2025•5 min
- Jim Zelter, co-president at Apollo Asset Management - Nela Richardson, Chief Economist at ADP - Norman Roule, Senior Advisor: Transnational Threats Project at Center for Strategic & International Studies Jim Zelter with Apollo Asset Management joins for an extended discussion on markets and the economy. Norman Roule, Senior Advisor at the Center for Strategic and International Studies, discusses pressing geopolitical issues for the incoming Trump administration. Nela Richardson with ADP pr...
Jan 09, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025 Featuring: Ed Yardeni, president at Yardeni Research, discusses bond vigilantes, key eco data for the Fed, and talks about the equity bull run Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on Jimmy Carter and his legacy and his thoughts on the incoming Trump administration after this week'...
Jan 09, 2025•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Craig Moffett & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 08, 2025•6 min
- Andrew Hollenhorst, Chief US Economist at Citi - Mike Wilson, Chief US Equity Strategist at Morgan Stanley - Mike Lawler, Republican Representative from New York Citi Chief US Economist Andrew Hollenhorst offers his preview of this week's jobs report. Mike Wilson with Morgan Stanley talks about equity sentiment as it relates to choppiness, frothiness, and bullishness in 2025. Mike Lawler, House Representative from the state of New York, discusses how he hopes to help execute President-elect Tr...
Jan 08, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025 Featuring: Rich Clarida, Global Economic Advisor at PIMCO, joins for an extended discussion about the Fed and markets Lindsay Newman, geopolitical risk analyst and columnist at GZero Media, on geopolitical assertions from President-elect Trump's press conference Tuesday and what it means for the US and its allies Craig Moffett, founding partner at M...
Jan 08, 2025•34 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Geoffrey Yu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 07, 2025•5 min
- Torsten Slok, Chief Economist at Apollo - Charles Evans, former President of Federal Reserve Bank of Chicago - French Hill, US Representative from Arkansas and Incoming House Financial Services Committee Chairman Torsten Slok with Apollo Global Management explains his belief that rising treasury yields could signal a "Truss Moment" that might be felt throughout markets. Charles Evans, the former President of the Federal Reserve Bank of Chicago, talks about the rate path for the Fed this year a...
Jan 07, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 7th, 2025 Featuring: Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on his top surprises for 2025 and this month's Fed meeting John Bolton, former UN ambassador and US National Security Advisor and now the founder of the Foundation for American Security and Freedom, discusses national security concerns in the US and the second Trump administr...
Jan 07, 2025•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Seth Carpenter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 06, 2025•5 min
- Liz Young Thomas, Head: Investment Strategy at SoFi - Bill Dudley, Bloomberg Opinion columnist and former President of the NY Federal Reserve - David Malpass, former President at The World Bank Liz Young Thomas with SoFi discusses the outlook for equities in 2025 and whether investors should expect choppiness after a slow start to the year. Bloomberg Opinion's Bill Dudley talks about his latest column critiquing Fed communication and offers ways to improve it. Former World Bank president David...
Jan 06, 2025•20 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 6th, 2025 Featuring: Kathy Jones, Chief Fixed Income Strategist with Charles Schwab, discusses what the bond market is signaling about risks in 2025 Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the equity bull run and potential for choppiness in 2025 Janno Lieber, CEO of the MTA, joins to discuss congestion pricing in New York ...
Jan 06, 2025•34 min